Question / Issue |
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I have multiple quote templates, how do I choose another template to become the default template? |
Answer / Solution |
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Choosing a new default quote template:
- Click on the Tools menu and select Options or click on the icon from the toolbar that looks like a gear.
- The Options screen will come up and will start on the General tab, if not go to this tab.
- Click on the dropdown list in the middle of the screen named Default Quote Template and choose your new quote default template name.
- Click on OK to save and close the screen.
- Each new quote from that point will use the new default template.
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